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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
3401
GEM Asset Management
Michigan
$220K +$225K +747 New
TIM
3402
Tortoise Investment Management
New York
$219K -$93.4K -310 -31%
WAM
3403
Weinberger Asset Management
California
$219K +$208K +689 New
PFG
3404
Pinnacle Financial Group
Illinois
$219K +$207K +688 New
EF
3405
Elite Financial
Idaho
$218K +$110K +364 +106%
CPA
3406
Cathy Pareto & Associates
Florida
$218K +$207K +686 New
UOTTAIMCU
3407
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$218K
WRM
3408
Weybosset Research & Management
Rhode Island
$218K +$206K +685 New
EPIMS
3409
Evelyn Partners Investment Management Services
$217K +$97.6K +324 +90%
GIA
3410
Goodwin Investment Advisory
Georgia
$217K +$206K +683 New
HWA
3411
Heartwood Wealth Advisors
Virginia
$217K +$206K +683 New
RWM
3412
RMG Wealth Management
Wisconsin
$216K +$199K +659 New
SL
3413
SFM LLC
New Hampshire
$216K +$205K +680 New
PFM
3414
Peak Financial Management
Massachusetts
$216K +$205K +679 New
BG
3415
Bahl & Gaynor
Ohio
$216K +$205K +679 New
LT
3416
Legacy Trust
Michigan
$215K -$7.83K -26 -4%
JE
3417
JMAC Enterprises
Pennsylvania
$215K +$204K +678 New
NJIM
3418
Nabity-Jensen Investment Management
Nebraska
$215K +$204K +677 New
VEA
3419
Virtus ETF Advisers
New York
$215K +$24.4K +81 +14%
AFC
3420
Adaptive Financial Consulting
Ohio
$215K +$203K +675 New
BFPW
3421
BOK Financial Private Wealth
Colorado
$214K -$183K -609 -47%
OCPWS
3422
One Charles Private Wealth Services
Massachusetts
$214K +$203K +675 New
EFMH
3423
E Fund Management (HK)
Hong Kong
$214K -$5.42K -18 -3%
JFG
3424
JDM Financial Group
Texas
$214K +$10.5K +35 +5%
DWMS
3425
Dominguez Wealth Management Solutions
Virginia
$214K +$203K +674 New